Brian Davis James

Current Employers

Employment History

• 03/2016 → Present
  Simply Money Advisors
  Cincinnati, OH
• 08/2018 → Present
  Hanson Mcclain Advisors
  Cincinnati, OH

Previous Registrations

• 2016-03-16 → 2019-02-07
  Simply Money Advisors
  Cincinnati, OH
• 2010-12-23 → 2011-12-08
  Stratos Wealth Partners, Ltd
  Liberty Township, OH
• 2009-11-13 → 2010-12-20
  Pnc Wealth Management Llc
  Springboro, OH
  Springboro, OH
  Cincinnati, OH
  Cincinnati, OH
  West Chester, OH
  Dayton, OH
• 2000-01-01 → 2009-11-13
  Natcity Investments, Inc.
  Dayton, OH
  Cleveland, OH

Other Businesses

Phi Kappa Tau Beta Chapter - Board of Governers Financial Advisor - not investment related - assisting in financial operations working with undergrad officers of the chapter - no compensation or financial interest - no time spent on this during business or trading hours. Porch30 Ventures LLC - Passive Investor with no day-to-day responsibilities - real estate and food hall rental and operations - not investment related and no time spent during trading hours on this BolleanaMorris - owner - rental property management of a multi-family residence - not investment related - less than 10 hours per month not during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-15
• S63 Uniform Securities Agent State Law Examination
  1997-12-17

Designations

Other Names

• Brian D James
• Brian David James